Heritage Wealth Management (California)’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,432	Closed	-$211K	–	97
2024 Q3	$211K	Buy	8,432 +160	+2%	+$4.01K	0.15%	76
2024 Q2	$204K	Buy	8,272 +154	+2%	+$3.8K	0.15%	71
2024 Q1	$202K	Buy	+8,118	New	+$202K	0.15%	74